DJSG
VDE icon

D.J. St. Germain’s Vanguard Energy ETF VDE Stock Holding History

D.J. St. Germain’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.1K Sell
70
-100
-59% -$15.1K ﹤0.01% 642
2025
Q4 		$21.4K Hold
170
– – ﹤0.01% 571
2025
Q3 		$21.4K Buy
170
+100
+143% +$12.3K ﹤0.01% 572
2025
Q2 		$8.34K Sell
70
-35
-33% -$4.07K ﹤0.01% 676
2025
Q1 		$13.6K Hold
105
– – ﹤0.01% 537
2024
Q4 		$12.7K Hold
105
– – ﹤0.01% 558
2024
Q3 		$12.9K Sell
105
-50
-32% -$6.25K ﹤0.01% 513
2024
Q2 		$19.8K Sell
155
-45
-23% -$5.86K ﹤0.01% 477
2024
Q1 		$26.3K Sell
200
-5
-2% -$599 ﹤0.01% 450
2023
Q4 		$24K Sell
205
-40
-16% -$4.79K ﹤0.01% 462
2023
Q3 		$31.1K Hold
245
– – ﹤0.01% 412
2023
Q2 		$27.7K Buy
+245
New +$27.6K ﹤0.01% 439
2022
Q4 		$6.67K Buy
+55
New +$6.7K ﹤0.01% 302

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return